The job market is gradually cooling down, with the number of initial jobless claims in the United States falling slightly to 231,000 last weekA difficult-to-summarize luxury goods Q2 report: zero revenue growth, price hikes and promotions together, Hermès "holding up the sky"Another institution warns the Federal Reserve: Without further interest rate cuts, the United States may fall into recession!Apple becomes Citigroup's top AI pick, new iPhone expected to trigger a wave of upgradesUnder pressure, Haitong Securities announced a bold dividend with a net profit of 953 million in the first half of the year, with a dividend ratio of 40.88%Still receiving rave reviews! NVIDIA's performance is highly praised on Wall Street: AI "train" is still steadily moving forwardUS Stock Market Morning Session: The three major stock indexes are all rising, with NVIDIA falling more than 3% in early tradingAfter a night of shock, the market regains faith in AI. Expectations of interest rate cuts are expected to continue to drive the rise of US stocksEB SECURITIES released its half-year report, which business made money?NVIDIA starts "De-Mystifying"SMIC's revenue in the first half of the year increased by 23.2% year-on-year, while net profit decreased by 45.1% year-on-year | Financial Report InsightsRegional Fed survey reveals risks in the job market, further strengthening expectations of a Fed rate cutHong Kong Stock Review: BYD and BYD ElectronicHigh-quality newcomer in the Hong Kong Stock Connect, SF INTRA-CITY with dual driversAlibaba has gained greater freedomWall Street supports NVIDIA: Second-quarter results are very good, market expectations are too high!Taikoo Li and SKP compete for FILAXPeng wants to "grab food" from BYD's mouthFollowing the ruling of monopolizing the search market, Google is now facing anti-monopoly accusations from YelpMany recession forecasting indicators seem to have been wrong! Is this time really different?Property and life insurance driving together, CPIC's revenue exceeded 194.6 billion in the first half of the year, with net profit increasing by over 37%Alibaba-W spent approximately USD 79.9772 million on August 28 to repurchase 8.0136 million sharesChina Merchants Bank, the "leading player" in the joint-stock system, released its semi-annual report, with a profit of over 74.7 billion yuan in the first half of the year, and the sovereign wealth fund re-entered the top ten shareholder listBeishui Movement | Beishui net sold 1.838 billion, Li Auto received 700 million additional holdings, domestic bank stocks, Hong Kong stock ETFs were sold offTrack Hyper | NVIDIA's Q2 report explodes: Stock price unexpectedly plungesCitigroup: US-Japan interest rate spread breaks key level, will the yen repeat the dramatic surge of 1998?9 years later, Guotai Junan Securities announced its interim dividend in the semi-annual report, with a dividend of 1.5 yuan per 10 sharesNVIDIA unveils a new "money-making weapon": Sovereign AI is in full swing, with strong demand for government GPUsOn August 29th, Tencent spent approximately HKD 1.003 billion to repurchase 2.68 million sharesThe birth of the "Eighth Giant" in the US stock market! Berkshire Hathaway joins the trillion-dollar clubThe mastermind behind the "Black Monday" has not been eliminated yet, next time won't be so lucky!Hong Kong Stock Market Closing (08.29) | Hang Seng Index rose by 0.53%, Chinese banking stocks collectively fell, Meituan-W surged 12% after earnings releaseSlowing growth, hitting a ceiling? Jensen Huang's confidence is difficult to calm "public concerns"Is the market too complacent in its bets? Is a "big reckoning" on the horizon?The breakthrough opportunity is coming soon! Will Bitcoin hit a new all-time high before November?Today's Important News Review | Dolphin Investment ResearchWhy did Buffett significantly reduce his holdings in Apple and Bank of America?Exposed, Powell may now be just a "dove"!The full text is here! NVIDIA conference call: Hopper shipments will increase in the second half of the year, and Blackwell will be "in short supply" until next yearYUEXIU PROPERTY goes all out to strive for 147 billionNvidia: Blackwell shipments to start in the fourth quarter (FY25Q2 conference call)NVIDIA pours cold water on the AI boom, Asian chip stocks fall in unisonGoldman Sachs issues a warning: Market recovery from a sharp decline is happening too quickly, which is not a good thing!Regarding the rapid rebound of the US stock market, Goldman Sachs warns: Market confidence has recovered too quicklyRate cuts will only increase, not decrease? The Fed's focus shifts significantly!1. Donald Trump's son Eric Trump announced the official launch of the cryptocurrency project WLFI.
2. The fourth batch of NFT trading card series by Donald TrumpExpected third-quarter automotive gross margin to rise to over 19% (Li Auto 2Q24 conference call minutes)Daily Hong Kong Stock Market News Express (Thursday, August 29)Betting on Ai, Apple's iPhone orders are 10% higher than last yearJensen Huang: Mass production of Blackwell has already begun, with deliveries scheduled for the fourth quarter